Will Rogers, CFP®, BFA, ChFC, APMA’s Post

View profile for Will Rogers, CFP®, BFA, ChFC, APMA, graphic

Private Wealth Advisor at Ameriprise Financial Services, LLC

Like we're talking about on Wealth Wednesday tomorrow, with the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few factors to consider if you’re planning to give a significant gift to loved ones or charities. Tune in Wednesday morning or watch online at https://bit.ly/3NBIHnz

How to optimize your gifts to loved ones and charities

How to optimize your gifts to loved ones and charities

To view or add a comment, sign in

Explore topics